南方中证500ETF（510500）成立日期2013年2月6日，最新规模1400.98亿。今年以来收益32.53%，同类 排名1569/4189；近一年收益28.64%，同类排名1677/4188；成立以来收益151.47%。 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年257天，现任基金资产总规模1702.51亿元，任职期间最佳基金回报 155.46%， 任职期间最差基金回报-47.6%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 12月31日，内蒙华电跌1.11%，截至发稿，报4.46元/股，成交7674.57万元，换手率0.26%，总市值 291.10亿元。 资料显示，内蒙古蒙电华能热电股份有限公司位于内蒙古呼和浩特市锡林南路工艺厂巷电力科技楼，成 立日期1994年5月12日，上市日期1994年5月20日，公司主营业务涉及火力发电、供热,蒸汽、热水的生 产、供应、销售、维护和管理;风力发电以及其 ...

12月31日，新天绿能跌1.1%，截至发稿，报7.19元/股，成交2883.89万元，换手率0.17%，总市值324.46 亿元。新天绿能股价已经连续3天下跌，区间累计跌幅2.28%。 资料显示，新天绿色能源股份有限公司位于河北省石家庄市裕华西路9号裕园广场A座,香港尖沙咀海港 城英国保诚保险大厦2104-05，成立日期2010年2月9日，上市日期2020年6月29日，公司主营业务涉及新 天绿色能源股份有限公司是一家主要从事天然气销售和风力发电的公司。该公司经营三个分部。天然气 分部向城市燃气公司和工业客户销售天然气和天然气用具。该分部同时从事天然气管道建造和天然气管 道接驳服务。风电及太阳能分部主要从事开发、管理和运营风电场和太阳能电站，并向电网公司销售电 力。其他分部从事房屋和设备的租赁。主营业务收入构成为：天然气销售收入67.46%，风力、光伏发 电收入30.88%，其他0.93%，接驳及建设燃气管网收入0.56%，租赁及设备使用服务收入0.17%。 从新天绿能十大流通股东角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、 ...

【12月31日协鑫集团18亿股权被冻结3年】近日，协鑫集团有限公司新增一则股权冻结信息。 被冻结股 权所在企业为江苏协鑫电力有限公司，冻结股权数额达18亿人民币，冻结期限3年。 执行法院为江西省 南昌市中级人民法院，江苏协鑫电力成立于2014年12月，法定代表人为王东，注册资本30亿人民币。 其经营范围涵盖电力项目投资、运营咨询与服务，电力能源技术开发、咨询与服务等，由协鑫集团等共 同持股。 和讯财经 和而不同 迅达天下 扫码查看原文 和讯猎报 12.31 10:33:15 周三 协鑫集团:18亿股权冻结,期限长达3 年 【12月31日协鑫集团18亿股权被冻结3年】 近日， 协鑫集团有限公司新增一则股权冻结信息。被冻结 股权所在企业为江苏协鑫电力有限公司,冻结股权 数额达18亿人民币,冻结期限3年。执行法院为江 西省南昌市中级人民法院,江苏协鑫电力成立于 2014年12月,法定代表人为王东,注册资本30亿人 民币。其经营范围涵盖电力项目投资、运营咨询与 服务,电力能源技术开发、咨询与服务等,由协鑫 集团等共同持股。 本文由 Al 算法生成,仅作参考,不涉投资建议,使用风险自担 本文由 AI算法生成，仅作参考， ...

Core Viewpoint - The environmental protection industry is crucial for China's green transition, evolving from opportunistic development to building comprehensive competitiveness, with ESG becoming a core element for sustainable development [1]. Industry Overview - The environmental protection industry is increasingly recognized for its role in leading the transition to a low-carbon economy, with a notable shift towards integrating ESG principles into business strategies [1][2]. - The number of ESG reports published by listed companies in the environmental sector has increased from 30 in 2020 to 68 in 2024, with the disclosure rate rising from 28.16% to 48.23% [1][2]. ESG Reporting and Performance - Leading companies in the environmental sector have set an example in ESG management, with 7 out of the top 10 companies having disclosed ESG reports for over 5 years, and some for over 10 years [2]. - Key ESG issues identified for the industry include climate change response, emissions and waste management, water resource management, product quality and service, smart environmental protection, technological innovation, business model resilience, and occupational health and safety [2]. - The proportion of listed environmental companies incorporating climate change into their material issue management has increased from 20% in 2023 to 42% in 2024 [2]. ESG Ratings and Scores - The average ESG score for environmental companies in 2024 is 65.29 out of 100, categorizing the overall performance as BBB level, with 30.49% of companies rated A to AAA and 65.96% rated B to BBB [3]. - The public utility sector shows a high ESG disclosure rate of nearly 75%, with significant growth from 59.23% in 2022 to 74.81% in 2024 [4][5]. Company-Specific Insights - Huanlan Environment has been recognized for its long-standing commitment to ESG, having published its first social responsibility report in 2008 and achieving A-level ratings in various ESG assessments [8][11]. - The company has implemented comprehensive waste management and water resource management strategies, achieving a water supply loss rate of 6.84% in 2024, which is among the best in the country [9][10]. - Changjiang Electric has made significant strides in green energy production, generating 2,959.04 billion kWh of green electricity in 2024, a 7.11% increase from the previous year, while also reducing carbon emissions by over 240 million tons [14][16].

Group 1 - The core viewpoint of the article highlights the target price increases for listed companies, with notable mentions of Stone Technology and LiuGong, showing target price increases of 47.62% and 38.08% respectively, indicating strong bullish sentiment in the small home appliance and engineering machinery sectors [1][2]. - On December 30, a total of 29 listed companies received broker recommendations, with GuiGuan Electric and LiuGong each receiving recommendations from two brokers, while companies like Wanwei High New received one recommendation [3]. - The highest target price increase was for Stone Technology at 224.10 yuan, followed by LiuGong at 16.50 yuan, with other companies like XianDao Intelligent and BeiJiaJie also showing significant target price increases of 25.61% and 20.12% respectively [2][5]. Group 2 - On the downgrade side, only one company, Sanxia Tourism, had its rating lowered from "Buy" to "Hold" by CITIC Securities, indicating a cautious outlook in the tourism and scenic area sector [4]. - There were 11 instances of first-time coverage on December 30, with notable ratings including "Recommended" for Wanwei High New by China Galaxy Securities and "Buy" for XinZhu Co. by LianChuang Securities, reflecting a positive outlook for these companies in their respective industries [5].

12月31日，建投能源涨1.07%，截至发稿，报8.52元/股，成交4078.31万元，换手率0.44%，总市值 153.64亿元。 资料显示，河北建投能源投资股份有限公司位于河北省石家庄市裕华西路9号裕园广场A座17层，成立 日期1994年1月18日，上市日期1996年6月6日，公司主营业务涉及投资、建设、运营管理以电力生产为 主的能源项目。主营业务收入构成为：火力发电电量78.99%，火力发电热量12.00%，热力供应6.11%， 餐饮住宿服务1.33%，光伏发电0.86%，其他0.43%，能源服务0.27%。 从基金十大重仓股角度 数据显示，南华基金旗下1只基金重仓建投能源。南华丰睿量化选股混合A（021995）三季度持有股数 15.49万股，占基金净值比例为1.96%，位居第十大重仓股。根据测算，今日浮盈赚取约1.39万元。 南华丰睿量化选股混合A（021995）成立日期2024年11月5日，最新规模1202.47万。今年以来收益 20.36%，同类排名4392/8085；近一年收益19.93%，同类排名4246/8085；成立以来收益20.37%。 南华丰睿量化选股混合A（021995）基金经理为黄 ...

天眼查App显示，近日，协鑫集团有限公司新增一则股权冻结信息，股权所在企业为江苏协鑫电力有限 公司，冻结股权数额18亿人民币，冻结期限3年，执行法院为江西省南昌市中级人民法院。 江苏协鑫电力有限公司成立于2014年12月，法定代表人为王东，注册资本30亿人民币，经营范围含电力 项目投资，电力项目运营咨询与服务，电力能源技术开发、技术咨询与服务等，由协鑫集团有限公司、 南京安瑞鑫能电力产业投资基金企业(有限合伙)等共同持股。 ...

Group 1 - The core viewpoint of the news is that Guangxi has made significant progress in its industrial economy since the implementation of the "14th Five-Year Plan," establishing itself as a key driver for high-quality economic development [1][2][3] - The total industrial output value is expected to reach 2.7 trillion yuan this year, with a growth of 900 billion yuan over five years, and the industrial added value is projected to exceed 800 billion yuan, representing an increase of over 50% compared to 2020 [1] - The proportion of industrial added value in GDP has surpassed 27%, an increase of nearly 4 percentage points over five years, while industrial tax revenue has risen to 44.4%, up 11 percentage points in the same period [1] Group 2 - The industrial structure has been optimized, with ten pillar industries now established, including non-ferrous metals, steel, and food, with the non-ferrous metals industry expected to exceed 450 billion yuan this year [2] - Emerging industries are growing rapidly, with strategic emerging industries accounting for 23% of the industrial added value, an increase of 7 percentage points over five years, and new product output contributing over 50% to industrial growth [2] - The pace of digital and green transformation has accelerated, with over 5,000 enterprises implementing digital upgrades and 105 national-level green factories established in the past five years [2] Group 3 - The number of large-scale industrial enterprises has increased from 6,500 at the end of 2020 to nearly 11,000, ranking second in the western region and 13th nationwide [3] - The total number of industrial enterprises has grown from 73,000 at the end of 2020 to 120,000, with an average annual increase of about 10,000 [3] - Guangxi aims to focus on ten modern pillar industries during the "15th Five-Year Plan," including non-ferrous metals, advanced steel materials, and artificial intelligence, to build a modern industrial system that reflects its unique characteristics and advantages [3]

Core Insights - The recent initiation of back-to-back interconnection projects in Yuchuan, Xiangyue, and Minjiang provinces aims to enhance the flexibility and stability of power supply between different regional power grids [1][2]. Group 1: Project Details - The Xiangyue back-to-back interconnection project commenced on December 27 in Chenzhou, Hunan, which will facilitate flexible mutual assistance between the State Grid and the Southern Power Grid, significantly improving Hunan's power supply stability [1]. - The Yuchuan back-to-back interconnection project started on December 26 in Chongqing, designed to strengthen the interconnection between the State Grid and the Southern Power Grid, aiding power mutual assistance between Chongqing and Guizhou [1]. - The Minjiang back-to-back interconnection project began on December 25 in Ruijin, Jiangxi, establishing Jiangxi's first flexible direct current back-to-back converter station, creating a high-speed channel for interconnection between Minjiang and Jiangxi [1]. Group 2: Technical Explanation - Back-to-back interconnection projects involve connecting asynchronously operating power grids through a converter station that enables safe and efficient power transfer between them [2]. - The recent approval of five back-to-back interconnection projects, with a total investment of 24.4 billion yuan, includes the construction of five converter stations with a capacity of 3 million kilowatts and a total line length of 1,227 kilometers [2]. Group 3: Market Implications - The acceleration of building a unified national electricity market is aimed at facilitating cross-provincial electricity trading and optimizing resource allocation [3]. - The implementation of these flexible interconnection projects is expected to significantly enhance the mutual support and emergency response capabilities between regions, providing a solid physical foundation for regular cross-grid electricity trading [3].

盘前要闻 1、2026年以旧换新政策公布，涉及汽车、手机、平板、智能眼镜等 类型：宏观 情绪影响：正面 发改委、财政部联合发文，明确2026年"两新"政策的支持范围、补贴标准和工作要求。2026年国补主要 有四类，即汽车报废、汽车置换、家电和数码、智能产品。与2025年国补相比，少了家装、电动自行车 两大类。数码国补对象是手机、平板、智能手表手环、智能眼镜等4类产品，相比2025年新增了一项智 能眼镜。 2、美政府已颁发许可证，批准三星和SK海力士向中国出口芯片制造设备 类型：行业 情绪影响：正面 路透社报道称，据消息人士透露，三星和SK海力士已获美国批准，在2026年向中国出口芯片制造设 备。在今年早些时候撤销一些科技公司在美国芯片制造设备出口方面的许可豁免后，美国暂时松绑了对 韩国企业的限制。 3、四部门发文推动汽车行业数字化转型，推动智能机器人规模化应用 类型：行业 中国12月PMI数据将公布 机构观点 利好利空前瞻 情绪影响：正面 工信部等四部门联合印发《汽车行业数字化转型实施方案》。方案提出，组织行业"人工智能+"应用行 动，遴选一批人工智能创新应用标杆案例；推动智能机器人在焊接、喷涂、总装等环节规 ...